Search found 5 matches

by ikvkikvk
Mon May 03, 2021 8:41 pm
Forum: Personal Investments
Topic: VTCLX vs Parametric Custom Core Equity
Replies: 1
Views: 208

VTCLX vs Parametric Custom Core Equity

I was wondering if someone has some data/info on the performance & tax benefits of VTCLX (https://investor.vanguard.com/mutual-funds/profile/vtclx) vs Parametric Custom Core Equity (https://www.parametricportfolio.com/solutions/custom-core). For the benefit of the discussion, let's assume the hi...
by ikvkikvk
Thu Apr 29, 2021 1:38 pm
Forum: Investing - Theory, News & General
Topic: index ETF vs Mutual Fund optimization for capital gain
Replies: 10
Views: 771

Re: index ETF vs Mutual Fund optimization for capital gain

OK, thank you for the responses. Comparing VFIAX, SWPPX and FXAIX I see that they have identical 3 and 5 years "Monthly Pre-Tax" but VFIAX has higher "Quarterly After-Tax". So to generalize, would it correct to state "ETFs and usually more tax efficient than MF, except for V...
by ikvkikvk
Thu Apr 29, 2021 12:06 pm
Forum: Investing - Theory, News & General
Topic: index ETF vs Mutual Fund optimization for capital gain
Replies: 10
Views: 771

Re: index ETF vs Mutual Fund optimization for capital gain

Welcome! For the record, speculation about future legislation (talk about change in capital gains tax) is prohibited by forum policy, see: Unacceptable Topics Sorry, but I did not speculate about future legislation. All I said is "With current talk on increase of capital gains I started to loo...
by ikvkikvk
Thu Apr 29, 2021 11:32 am
Forum: Investing - Theory, News & General
Topic: index ETF vs Mutual Fund optimization for capital gain
Replies: 10
Views: 771

index ETF vs Mutual Fund optimization for capital gain

Looking for some clarification on tax efficiency of index ETF vs Mutual Funds. With current talk on increase of capital gains I started to look into more tax efficient investments. I always heard that ETFs are more tax efficient than Mutual Funds (i.e. https://www.bogleheads.org/wiki/Exchange-traded...